Reporting

  • Sage Intacct Dynamic Allocations

    Allocations whether month-end, quarter-end, or year-end, are a daunting, but necessary task. Especially so if you are managing your allocations manually in excel. However, often we rely on our allocations to arrive at the financial reporting necessary to make important business decisions. They help answer questions like, what is the true cost of a specific program, department, or location taking into consideration overhead? Sage Intacct’s Dynamic Allocations can relieve the burden and time-consuming task of month-end allocations while helping you arrive more quickly at the vital reports you need to run your business. Learn how to set them up in this blog post, then join us for our complimentary webinar on June 29th.

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  • Intacct Expand Your Reporting Horizons

    Expand Your Reporting Horizons

    With Intacct’s recent introduction of the Interactive Visual Explorer (IVE), there are now eight distinct system options for reporting and data visualization. The purpose of this post is to help you better identify which option is most suitable for your objectives, and some of the trade-offs.

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  • Tips for a Smooth Year-End in Sage Intacct

    With the end of 2020 quickly approaching, we’ve compiled a checklist to help your accounting team efficiently and painlessly maneuver through year-end and prepare for the New Year ahead with Sage Intacct! Read on for our 11 tips for a smooth year-end.

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  • Sage Intacct Release 4 2020

    What’s New in Sage Intacct: Release 4, 2020

    Sage Intacct’s final release for 2020, R4, includes important updates to the management of the subledger, reporting, user interface, and enhancements to module functionality for the accuracy of billing, and balances.  In total, a solid release with practical changes to help you get further, faster, and first in your attention with organizational stakeholders. 

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  • Sage Intacct - R3 Enhancements

    What’s New in Sage Intacct R3 of 2020

    Sage Intacct’s Release 3, 2020 (R3) focuses on connectivity, user interface (UI) enhancements, and upgrades to existing functionality. We review updates to Cash Management, Budgeting and Planning, Salesforce integration, the user experience, and more. Read on to learn what’s new in Intacct R3, 2020.

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  • Sage Intacct R2 2020 Enhancements

    What’s New in Sage Intacct R2 of 2020

    Sage Intacct’s Release 2, 2020 (R2) builds on themes for more automated, streamlined, and simplified software use. Our review focuses on enhancements specific to Cash Management, Multi-Entity, Salesforce integration, General Ledger reporting and controls, and Purchasing. Read on to learn what’s new in Intacct R2, 2020.

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  • Tips for Tracking COVID-19 Related Expenses in your Accounting System

    With businesses now receiving funds from programs like PPP, and guidelines for loan forgiveness uncertain, properly tracking costs in order to qualify for loan forgiveness has become vital. In this post we’ll review methods for tracking within your accounting system, whether for the purpose of PPP loan forgiveness, or any unknown future programs that may develop in the coming months.

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  • Sage Intacct Release 4 of 2019

    What does today’s Sage Intacct blog bring us? Photos of Saint Emilion, a good story of getting lost in a vineyard, and even two new features released in Sage Intacct’s R4 of 2019!

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  • Intacct’s Multi-Book Architecture

    Did you know Intacct has a multi-book architecture? In our contract blog you may have caught a glimpse into how the Contracts module takes full advantage of this feature by using separate books for ASC605 and ASC606 to meet the required compliance reporting. However, did you know the application of Intacct’s multi-book architecture has a much wider span? Today, we’ll take a look at applications of this flexible feature in Intacct.

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  • Sage Intacct Account Groups: Rule of Ranges and Smart Event Email

    Learn two handy tips to ensure accurate financial reporting in Sage Intacct. First, the “Rule of Ranges” in regards to Account Groups for Financial Reports and second, Smart Event Emails to notify your financial report guru when a new account is added.

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